# Ferguson Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ferguson-enterprises-llc-401k-plan

> Ferguson Enterprises, LLC's 401(k) plan: 30,502 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ferguson Enterprises, LLC

- **Sponsor EIN:** 541473338

- **Sponsor Address:** 751 LAKEFRONT COMMONS, NEWPORT NEWS, VA, 23606

- **Plan Type:** 401(k)

- **Total Participants:** 30,502

- **Total Assets:** $3.6B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|30,502|$3.6B|$75.6M|$193.9M|

| 2023|30,859|$3.2B|$77.8M|$186.3M|

| 2022|30,741|$2.6B|$71.5M|$175.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PBMARES, LLP|Auditor|$23,500|—|$23,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,500

- **Estimated Expense Ratio:** 0.001% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,243,000|$112,500|—|$23,500|—|

| 2023|$1,594,619|—|$1,522,019|$23,000|—|

| 2022|$2,103,746|$312,500|$1,706,346|—|$22,000|

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